Salesforce
Tracking Why a Lead or Opportunity is Unqualified or Lost
One of the key advantages of CRM is that it gives insights for management into the Sales process and provide feedback what…
Tag: Salesforce Lead
Salesforce
How to Automatically Convert Leads in Apex
In the blog post “What’s the difference between a Lead and Opportunity?” I spent a bit of time covering how leads are…
Salesforce
What’s the difference between a Lead and Opportunity?
A lead is basically a person that has contact information that you should be able to sell to, they have been created…
Salesforce
Best Practices for Salesforce Lead Sources
“Lead Source” is a standard picklist field on the Lead which is used to determine where that particular Lead came from. This…